AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.7K 0.03%
1,821
-339
227
$62.3K 0.03%
355
228
$62.2K 0.03%
1,481
-4,030
229
$61.5K 0.03%
3,516
+48
230
$60.6K 0.02%
896
231
$60.2K 0.02%
1,000
232
$60.1K 0.02%
842
233
$59.9K 0.02%
3,000
234
$58.8K 0.02%
609
+2
235
$57.9K 0.02%
104
-6
236
$57.7K 0.02%
802
237
$57.2K 0.02%
234
238
$56.9K 0.02%
2,050
239
$55.8K 0.02%
1,465
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240
$55.2K 0.02%
741
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241
$54.8K 0.02%
349
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$54.5K 0.02%
1,625
243
$53.8K 0.02%
244
244
$53.3K 0.02%
9,305
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245
$52.7K 0.02%
885
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246
$52K 0.02%
10,000
247
$51.9K 0.02%
1,500
248
$51.6K 0.02%
154
-14
249
$50.9K 0.02%
754
+43
250
$50.6K 0.02%
527
-73
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10
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